Reports and forms

To email a batch of sales or purchases

Note:  QuickTime 4 (or newer) must be installed on your computer

  1. To email sales forms, click the Print/Email Invoices button in the Sales Command Center.


    --or--
    To email purchase forms, click the Print/Email Purchase Orders button in the Purchases Command Center.
  1. Click the To be Emailed tab.


  2. In the Sales Type or Purchase Type field, select the type of form you want to email from the list.


  3. If you wish to lengthen or shorten the list of forms that appear in the window to be emailed, click the Advanced Filters button. (Advanced Filters window)


  4. If you want to change an entry in the Email Address, Subject or Message fields for a sale, highlight the sale or purchase in the list; change entries as you wish.


    Note:  The changes you make to the email subject and message in this way aren't saved
    If you want to change the entries in the Subject or Message fields for all of the sales/purchases you'll send, click the Email Defaults button. (Email Defaults window)
  1. Click Send Email. The email has been sent to your default email application's outbox. Send the file from your email application as you normally do.


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